James W. Winslow

Partner at Arbor Trust Wealth Advisors LLC

James W. Winslow

James W. Winslow

Partner at Arbor Trust Wealth Advisors LLC

Overview
RelSci Relationships

518

Relationships
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Chief Compliance Officer & Member at Arbor Trust Wealth Advisors LLC

Relationship likelihood: Strong

Managing Member at Arbor Trust Wealth Advisors LLC

Relationship likelihood: Strong

Chief Information & Strategic Innovation Officer at Old National Bancorp

Relationship likelihood: Average

Former Chief Retail Officer & Executive Vice President at Lilley & Co.

Relationship likelihood: Average

Former Chief Information Officer & Executive Vice President at Lilley & Co.

Relationship likelihood: Average

Former Vice President & Auditor at Lilley & Co.

Relationship likelihood: Average

Former President & Chief Executive Officer at Lilley & Co.

Relationship likelihood: Average

Former Chief Executive Officer at Lilley & Co.

Relationship likelihood: Average

Former President at Lilley & Co.

Relationship likelihood: Average

Former Executive Vice President at Lilley & Co.

Relationship likelihood: Average

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James W. Winslow
Partner at Arbor Trust Wealth Advisors LLC
Career History
Partner
2014 - Current

Arbor Trust Wealth Advisors LLC is an American private company located in Ann Arbor, MI. The firm provides wealth management and advisory services.

Financial Advisor
Tenure Unconfirmed

LPL Financial offers various types of advisory services and programs, including wrap fee programs, mutual fund asset allocation programs, advisory programs offered by third party investment advisor firms, financial planning services, and retirement plan consulting services. Through their investment advisor representatives (IARs), the firm provides ongoing investment advice and management on assets in the clients account. IARs provide advice on the purchase and sale of various types of investments, such as mutual funds, ETFs, variable annuity subaccounts, REITs, equities and fixed income securities. IARs provide advice that is tailored to the individual needs of the client based on the investment objectives chosen by the client.

Vice President & Senior Financial Advisor
Prior

United Bancorp, Inc. (Michigan) is a Michigan corporation, which serves as the holding company for United Bank & Trust. The company provides services through the bank's system seventeen banking offices, one trust office, one loan production office and twenty-one automated teller machines, located in Washtenaw, Lenawee, Livingston and Monroe Counties, Michigan. It has four business lines: The Bank offers a full range of services to individuals, corporations, fiduciaries and other institutions. Banking services include checking accounts, NOW accounts, savings accounts, time deposit accounts, money market deposit accounts, safe deposit facilities and money transfers. Lending operations provide real estate loans, secured and unsecured business and personal loans, consumer installment loans, credit card and check-credit loans, home equity loans, accounts receivable and inventory financing, and construction financing. It also offers customers a full array of conventional residential mortgage products, including purchase, refinance and construction loans. The company was founded on May 31, 1985 and is headquartered in Ann Arbor, MI

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